Infor Financials and Supply Management Analytics on Infor Birst Administration Guide

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About this guide
Overview
OS Portal overview
Accessing FSM Analytics in Infor OS Portal
Replication Set Setup
Defining replication sets
Replication Business Classes overview
Replication of data
FSM Replication Sets
FSM_AD_ST
FSM_AM_ST
FSM_AP_ST
FSM_AR_ST
FSM_BL_ST
FSM_CB_ST
FSM_CM_ST
FSM_CURRENCY_ST
FSM_FR_ST
FSM_FRAMEWORK_ST
FSM_GL_ST
FSM_HCMFN_ST
FSM_IC_ST
FSM_II_ST
FSM_LM_ST
FSM_MA_ST
FSM_OE_ST
FSM_PO_ST
FSM_RQ_ST
FSM_SEC_ST
FSM_TX_ST
FSM_WH_ST
FSM_WO_ST
Creating a replication set
Orchestration
Accessing Orchestration
Delivered workflows
Running workflows
Running workflow for initial load
Running workflow for incremental load
Checking history
Scheduling workflow
Granting access to packages
Birst space properties
Accessing Space Properties
Default space properties
Enabling Always On
Setting up permission
Enabling Always On for Financials and Supply Management Analytics
Enabling other content
Enabling CFO dashboard content
Importing the HCM package
Setting up the KPI variables
Creating and running the KPI Variables Update workflow
Financials and Supply Management application calendar configuration
Security setup
Enabling Coleman content
Importing Coleman package
In-Context Business Intelligence
Setting up and enabling the ICBI widget in Infor OS Portal
Creating drill back paths from FSM Analytics dashboards to the FSM application
Payables drill back
Adding drill back in the Infor Birst Visualizer report
Purchasing drill back
Adding Purchasing drill back to the Purchase Order Line Detail dashboard
Homepage widgets
Optional data processing
Processing Item Quantity by Day Snapshot
Setting up orchestration
Running the workflow
Loading high volume Global Ledger business classes
Setting up the filter variable
Setting up orchestration
Running the workflow
FSM Analytics Infor Process Automation (IPA)
Analytics Console
Accessing Analytics Console
Set up IPA for FSM Analytics
Downloading required artifacts
Adding security roles
Enabling Birst API to IONAPI
Creating OAuth credentials
Creating OAuth credentials for an SMD User
Creating an ION API backend service and downloading the ionapi file
Creating an API Suite
Proxy endpoint for the target tenant
Creating OAuth credentials in Infor Birst from the target tenant
Creating endpoint for the target tenant
Setting up security configuration for IONAPI in FSM
If IPA.OAUTH-IONAPI exists - Setting up security configuration for IONAPI in FSM
Creating service definitions and triggers
Adding tasks and users
Configuring analytics console parameters
Updating ION Schemas for FSM Analytics
The Update ION Schemas workflow
Turning off replication set schedules
Running the Update ION Schemas workflow
The FSM Data Flow to Analytics workflows
Data Flow to Analytics Full Load Process flow
Data Flow to Analytics Incremental Load Process flow
Running Data Flow to Analytics workflows
Disabling Infor Birst orchestration schedules
Running Data Flow to Analytics Full Load workflow
Running the Data Flow to Analytics Incremental Load workflow
Scheduling the Data Flow to Analytics Incremental Load workflow
User actions
Upgrade workflows
Analytics Upgrade workflows
SMD to STC Workflow
Process flow
User actions
Copy Consumer Customization workflow
Process flow
User actions
Swap STC ATC workflow
Process flow
User actions
Tenant to Tenant workflow
Process flow
User actions
Performing the upgrade
Prerequisites
Running the Update ION Schemas workflow
Run Analytics upgrade
Upgrading Active Spaces Using Staging
Upgrading Active Spaces Directly
Running FSM Analytics Upgrade Automation – Copy Consumer Customization workflow
Running Copy Content to Another Tenant
Creating Analytics Console parameters
Running Copy Content To Another Tenant
Troubleshooting common issues
Analytics Console common issues
Update ION Schemas common issues
Data Flow to Analytics common issues
Upgrade common issues
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